INVESTOR RELATIONS ASSOCIATE

Investor Relations Associate

We are looking for a motivated, detail-oriented Investor Relations Associate to help grow and manage a private investor client base.

This role focuses on capital raising, investor communication, and relationship management.

The role

• Serve as main contact for investor queries (email, phone, Teams)
• Maintain strong relationships with investors and intermediaries
• Support investor engagement via updates and reporting
• Manage onboarding client checks, registration documentation, allocations, and CRM systems
• Assist in capital raising campaigns, outbound engagement, materials preparation, and event organisation
• Track investor activity, inflows, redemptions, pipeline, and provide internal reporting
• Identify opportunities for process improvement and support new products and acquisition strategies

Key Skills & Experience

• 1-3 years’ experience in financial services, sales, or client-facing roles
• Excellent written and verbal communication
• Highly organised, attentive to detail, comfortable with HNW individuals
• Commercial mindset, interest in investments and markets
• Proficient in Microsoft Office and CRM systems
• Investor relations/private banking experience, knowledge of alternative investments, FCA compliance, CRM platforms (Zoho/Salesforce)

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